401(k) · DOL Form 5500 · 2024

William Raveis Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
371
Participants Below avg headcount
79th
Percentile by assets National rank
$93,709
Avg per participant Below avg balance/head
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Official DOL plan name: William Raveis Employees Savings & Retirement · Sponsored by William Raveis Real Estate, Inc. · Connecticut · Real Estate

$35M in assets, 371 participants

William Raveis Real Estate, Inc.'s William Raveis Employees Savings & Retirement reported $35M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,177 in Real Estate (4,605 peers)

Where William Raveis Employees Savings & Retirement sits by assets

William Raveis Employees Savings & Retirement sits in the top quartile of all filed plans by assets, $35M for 371 participants (~$93,709/participant), up 9.5% in 2024.

#4,177
in Real Estate (4,605 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

William Raveis Employees Savings & Retirement's outsized position by total assets

William Raveis Employees Savings & Retirement vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,765,990 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

William Raveis Employees Savings & Retirement among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Raveis Employees Savings & Retirement sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William Raveis Employees Savings & Retirement reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • William Raveis Employees Savings & Retirement reported participants fell from 410 in the plan year 2023 filing to 371 in the plan year 2024 filing.
  • William Raveis Employees Savings & Retirement end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061160140 · William Raveis Real Estate, Inc. PY 2024 · 401(k)

William Raveis Employees Savings & Retirement · $35M · 371 · 79th

  • BOOK $35M
  • BOOK 371
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Hubbell Realty Company Select Savings Plan
  • BOOK ind #4177

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Connecticut →

William Raveis Employees Savings & Retirement in the asset neighbourhood

William Raveis Employees Savings & RetirementWilliam Raveis Employees Sav…$35MHubbell Realty Company Select Savings PlanHubbell Realty Company Selec…$35MBarghausen Consulting Engineers, Inc. 401(k) Profit Sharing Plan & TrustBarghausen Consulting Engine…$35MPeter Basso Associates, Inc. 401(k) and Profit Sharing PlanPeter Basso Associates, Inc.…$35MVivent Health 401(k) Plan$35M
End-of-year total assets ($M) among William Raveis Employees Savings & Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN061160140
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Raveis Real Estate, Inc.)

Sponsor-wide plan assets over time

All William Raveis Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 28.712909042900808% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $34.8M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 459 $27M
2023 1 410 $32M
2024 1 371 $35M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

William Raveis Employees Savings & Retirement vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants William Raveis Employees Savings & Retirement, Total assets ($B): 0.03476599 · Participants: 371William Raveis Employees Savings & RetirementRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
William Raveis Employees Savings & Retirement vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare William Raveis Employees Savings & Retirement side-by-side with 3 peers →

William Raveis Employees Savings & Retirement's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Hubbell Realty Company Select Savings Plan in IA ($35M); by covered participants it is Cfan Company Retirement/Savings Plan in TX (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did William Raveis Employees Savings & Retirement assets move in 2024? ▼
William Raveis Employees Savings & Retirement grew at a solid clip - up 9.5% during 2024, from $32M to $35M. Reported net income was $3M.
How have William Raveis Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Raveis Real Estate, Inc.'s sponsor-wide assets grew 28.7%, from $27M to $35M.
Where does William Raveis Employees Savings & Retirement rank by assets among Form 5500 filers? ▼
William Raveis Employees Savings & Retirement ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to William Raveis Employees Savings & Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Hubbell Realty Company Select Savings Plan in IA ($35M, 384 participants).
Which 401(k) plans cover a similar participant headcount to William Raveis Employees Savings & Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Cfan Company Retirement/Savings Plan in TX (371 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061160140.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.